Client Service Director - Commercial Lines

HUB InternationalLong Beach, CA
93d$140,000 - $180,000

About The Position

The Client Service Director (CSD) is a critical leadership position across all Lines of Business at HUB SoCal. This role in the SoCal Region provides service oversight for one or more High Performing Teams (HPTs). Works closely with Producers to Ensure the High Performing Teams (HPTs) are effective and hit desired long-term outcomes such as maintaining and improving client retention, team member retention and engagement, and organic growth levers (such as account rounding, cross-sell, and more). Manage, support, and coach team members to ensure they are performing effectively in their current roles while also ensuring they develop and grow in their broader career at HUB. Utilize data analytics capabilities to identify and understand any root cause issues that are getting in the way of financial health of the accounts and/or books of business. Partner with the PL/CL/EB Practice Leader to ensure book sizes are optimized across the teams. Cultivate and sustain strategic relationships with insurance carrier partners, serving as a trusted advisor and value-added collaborator to advance mutual goals and long-term partnerships. Provide PL/CL/EB Insurance and Client Service thought leadership to the broader team, and also directly on select accounts. Ensure HUB LAOC is building the next generation of top insurance professionals (via recruiting, onboarding, and talent brand engagement). Be operationally efficient and drive continuous improvement – from a desk management, technology, and broader productivity perspective. As a key member of HUB LAOC’s management team – participate in various management and leadership meetings.

Requirements

  • Minimum 7 - 10 years of insurance brokerage experience, preferably in Commercial Lines.
  • Minimum 3-5 years of leadership experience in the insurance industry.
  • Proficient with computer systems, including Microsoft Office and EPIC.
  • Industry designation (e.g., CPRIA, CPCU, CIC) considered an asset.

Responsibilities

  • Manage, support, and coach team members to ensure effective performance.
  • Ensure High Performing Teams (HPTs) maintain and improve client retention.
  • Utilize data analytics to identify root cause issues affecting financial health.
  • Partner with Practice Leaders to optimize book sizes across teams.
  • Cultivate strategic relationships with insurance carrier partners.
  • Provide thought leadership in insurance and client service.
  • Drive operational efficiency and continuous improvement.
  • Participate in management and leadership meetings.

Benefits

  • Competitive salary and bonus potential.
  • Health, dental, and vision insurance.
  • Paid time off.
  • Generous 401k plan.
  • Pet insurance.
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